GMEPX Mutual Fund

GMEPX Mutual Fund

NAV$25.69
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Returns Overview

1 Month
-5.23%
3 Months
-8.93%
6 Months
-1.95%
YTD
-7.74%
1 Year
-10.04%
3 Years (annualized)
+10.79%
5 Years (annualized)
-3.40%
10 Years (annualized)
+4.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMEPX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI China All Shares Index Net
This Mutual Fund (YTD)
-7.74%
Peer Avg (YTD)
+23.11%
vs Peers
-30.85%

GMEPX Mutual Fund Performance

GMEPX performance across multiple time periods: 1-month -5.23%, YTD -7.74%, 1-year -10.04%, 3-year 10.79%, 5-year -3.40%, 10-year 4.87%.

GMEPX returns trail the peer average of 23.11% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

GMEPX vs another fund shows side-by-side returns. GMEPX alternatives are available in the Mutual Fund Screener.